Real Simple Smart Money Awards 2020 Winners
Luis F. Rosa, CFP® EA served as one of the judges for the Real Simple 2020 Smart Money Awards where over 300 financial apps and services were tried.
Luis F. Rosa, CFP® EA served as one of the judges for the Real Simple 2020 Smart Money Awards where over 300 financial apps and services were tried.
WHILE SOME EXPERTS SAY a good rule of thumb is to hire an advisor when you can save 20% of your annual income, others recommend obtaining one when your financial situation becomes more complicated, such as when you receive an inheritance from a parent or you want to increase your retirement funds. By Ellen Chang via U.S. News with contribution from Luis F. Rosa, CFP® EA.
In this episode, Luis Rosa, CFP, EA joins us to discuss how you can take a holistic approach to your financial plan. This practical and timely advice is a must listen!
The older you get, the more complicated your financial situation will likely become. But regardless of how many credit cards, kids, or houses you have, it's best not to operate in excess when it comes to banking. By Tanza Loudenback via Business Insider.
Did you know that right now, African American and Latino CFP® professionals represent less than 4% of over 87,000 CFP® professionals? The future of the financial planning profession calls for diversity and innovation. I'm proud to be featured as one of 10 financial advisory businesses with great marketing run by POC by Samantha Russell via Twenty Over Ten.
RETIREES ARE USUALLY required to take withdrawals from their retirement accounts each year after age 72. However, the Coronavirus Aid, Relief, and Economic Security Act allows you to skip your 2020 required minimum distribution from a 401(k), IRA, 403(b), 457(b) and inherited IRA. Here is what you need to know about delaying required withdrawals from a retirement account until 2021. By Emily Brandon via U.S. News & World Report with contribution from Luis F. Rosa, CFP® EA.